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D.A. Davidson & Co’s National Health Investors NHI Stock Holding History

D.A. Davidson & Co’s Portfolio NHI Stock Details NHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-300
Closed -$23K – 1678
2017
Q2 		$23K Buy
+300
New +$22.7K ﹤0.01% 1781
2016
Q1 		– Sell
-110
Closed -$6K – 2317
2015
Q4 		$6K Hold
110
– – ﹤0.01% 1998
2015
Q3 		$6K Hold
110
– – ﹤0.01% 1977
2015
Q2 		$6K Hold
110
– – ﹤0.01% 1981
2015
Q1 		$7K Hold
110
– – ﹤0.01% 1865
2014
Q4 		$7K Hold
110
– – ﹤0.01% 1882
2014
Q3 		$6K Hold
110
– – ﹤0.01% 1905
2014
Q2 		$6K Hold
110
– – ﹤0.01% 1890
2014
Q1 		$6K Buy
+110
New +$6.67K ﹤0.01% 1897

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

D.A. Davidson & Co's NHI Position: Q3 2017 in Review

D.A. Davidson & Co sold out of National Health Investors (NHI) in Q3 2017, closing a stake of 300 shares — an estimated $23K sold.

D.A. Davidson & Co first reported a position in NHI in Q1 2014 and held it in 9 quarters. The position peaked at $23K in Q2 2017. 206 funds tracked by Wall St. Rank hold NHI as of Q3 2017.

  • D.A. Davidson & Co reported no remaining National Health Investors position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 300 National Health Investors shares in Q3 2017, an estimated $23K.
  • D.A. Davidson & Co first reported a position in National Health Investors in Q1 2014 and held it in 9 quarters.
  • D.A. Davidson & Co's National Health Investors position peaked at $23K in Q2 2017.
  • 206 funds tracked by Wall St. Rank held National Health Investors as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.